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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICE LLC Service code 55 | Other Commissions | $15,315 |
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,495 |
Filed as: DOUGLAS M FARR & CO INC Service code 13 2236 MAURICE AVENUE · LA CRESCENTA, CA 91214 | Contract Administrator | $2,450 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 99 MORNING STAR ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $1,277 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $883 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,503 | $73,638-55.9% | $95,960-66.1% | $73,493-55.8% |
| Participation rate | 97.9% | 76.2%+21.8pp | 77.1%+20.9pp | 70.7%+27.3pp |
| Annual return | 5.21% | 16.78%-11.6pp | 91.63%-86.4pp | 28.51%-23.3pp |
| Employer contribution / active EE | $359 | $1,863-80.7% | $2,541-85.9% | $2,270-84.2% |
| Participant deferral / active EE | $2,476 | $3,617-31.6% | $4,167-40.6% | $3,740-33.8% |
| Admin fee / account holder | $88 | $482-81.8% | $6,797-98.7% | $513-82.9% |